Pensionhelp Triage Services
Please complete the form to confirm your understanding
Name
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First Name
Last Name
Email
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example@example.com
Pensionhelp Reference Number (if known)
Please confirm the following
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Rows
Yes
No
I have watched the Pensionhelp Triage Video
I have reviewed the Gold Standard Document
I have read the Pensionhelp Pre-Advice Information Guide
I have read and agreed to the terms of the Pensionhelp Privacy Notice & Client Agreement
I wish to proceed to regulated advice
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Yes
No
I understand the following
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Rows
Yes
No
I Need More
Information
The Pros and Cons of each scheme (Safeguarded Benefit and Defined Benefit)
The type of people who stay in a Safeguarded Benefit scheme and the type of people who transfer
That most people are advised to stay in a safeguarded benefit scheme
That the Financial Conduct Authority expect advisers to start from the position that a transfer is not suitable
The type of cases that Pensionhelp will decline to advise on
The difference between abridged advice and full advice
The initial and ongoing costs involved
That Pensionhelp do not guarantee to meet any transfer value expiry dates. Our role is to provide financial advice to clients
More information
Please add comments here on any area you are unsure of and we can discuss these with you
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